Plan Ledger DOL Form 5500 · updated monthly

Foertsch Group, LLC401(k)

FOERTSCH COMPANIES RETIREMENT PLAN · LAMAR, IN · plan year 2022

Reported admin expense ratio · 2022
0.76%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Foertsch Group, LLC reported $35,769 in plan administrative expenses for 2022: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,077 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Indiana (1,242nd of 1,562), and 4,209th of 5,337 in construction. In 2022, employees put in $3.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,074,294
Participants with balances86
Active participants86
Employer contributions$92,607
Employee contributions$341,638
Employer contribution per active participant$1,077
Average account balance$47,376
Benefits paid to participants$864,397
Plan auditUnmodified (clean) audit opinion
AuditorHARDING, SHYMANSKI & COMPANY P.S.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$35,769
Total administrative$35,769
The Foertsch Group, LLC 401(k) match · 2022
Employer contribution per active participant$1,077
Median for plans this size$1,114

Foertsch Group, LLC's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$35,769 · 0.76%
Same employer
Similar plansConstruction · Indiana
Weber Group II, LLC IN$5.3M · 0.52%
Browning Chapman LLC IN$4.4M · 1.06%
Culy Contracting LLC IN$4.0M · 0.16%
K&K Industries Inc. IN$3.9M · 0.03%
Berry-It Inc IN$3.5M · 0.64%
Jdh Contracting, Inc. IN$3.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465190204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.